Position in NRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$585,262
-$86,689 QoQ
Shares Held
4,007
-12.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#540
of 1,015 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $5,083,026 across 4 Utilities - Independent Power Producers names. NRG ranks #3 (11.5% of the industry book) .
All Filings in NRG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,262 | 4,007 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $671,951 | 4,598 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $929,483 | 5,837 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $819,790 | 5,062 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $975,523 | 6,075 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $542,021 | 5,678 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $515,336 | 5,712 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $587,868 | 6,453 | Shares | Defined | 2024-11-14 | |
| 2021-12-31 | $6,806 | 158 | Shares | Defined | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||